Frictionless Data Room Physical™ · M&A diligence readiness

Self-Attestation Intake

Grade C — Self-Reported

Answer for each document in the standard institutional checklist below. We assess your data room the way an acquirer's deal team will — by what's present, current, and organized.

This is a self-attestation: scores reflect what you tell us, so every output carries a Self-Reported badge. You can upgrade to a live Google Drive integration (Grade A) at any time for verified recency and organization.

ALive IntegrationGrade A · v1.1
Connect a Drive folder — we read structure, recency & access tiers.
BFile UploadSoon
Upload an index or file list — assessed on what's listed.
CSelf-AttestationYou are here
Confirm what you have and when it was last updated. Fastest path.
Answer the checklist to run your Physical.
Eight sections · click any card to see artifact detail, leave notes, and read Vantage Advisor coaching